Business Description
Perpetual Ltd
ISIN : AU000000PPT9
Share Class Description:
FRA:PVQ: Ordinary SharesTotal Employee Number:
1,789Description
Perpetual is one of Australia's oldest financial-services firms, founded in 1886. It has three operating segments, with the investments business being the main earnings generator. It is an active manager of listed assets. Perpetual also provides financial planning services to high-net-worth clients via its private wealth segment, though this business is currently being sold. In its trust segment, it provides outsourced responsible entity services to funds, as well as custodial and trustee services in the debt capital markets, particularly in securitization issuances.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.36 | |||||
Equity-to-Asset | 0.48 | |||||
Debt-to-Equity | 0.56 | |||||
Debt-to-EBITDA | 5.26 | |||||
Interest Coverage | 2.11 | |||||
Piotroski F-Score | 6/9 | |||||
Altman Z-Score | 0.92 | |||||
Beneish M-Score | -2.67 | |||||
WACC vs ROIC | ||||||
Growth Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | -2.8 | |||||
3-Year EBITDA Growth Rate | -28.7 | |||||
3-Year EPS without NRI Growth Rate | 0.8 | |||||
3-Year FCF Growth Rate | -13.5 | |||||
3-Year Book Growth Rate | -3.4 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | -2.8 |
Momentum Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 92.5 | |||||
9-Day RSI | 84.15 | |||||
14-Day RSI | 76.57 | |||||
3-1 Month Momentum % | 0.55 | |||||
6-1 Month Momentum % | -12.38 | |||||
12-1 Month Momentum % | -14.81 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 1.57 | |||||
Quick Ratio | 1.57 | |||||
Cash Ratio | 0.58 | |||||
Days Sales Outstanding | 64.26 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 5.92 | |||||
Dividend Payout Ratio | 1.5 | |||||
3-Year Dividend Growth Rate | -18.2 | |||||
Forward Dividend Yield % | 5.92 | |||||
5-Year Yield-on-Cost % | 3.38 | |||||
3-Year Average Share Buyback Ratio | -25.5 | |||||
Shareholder Yield % | 4.78 |
Profitability Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Operating Margin % | 10.17 | |||||
Net Margin % | -1.2 | |||||
EBITDA Margin % | 12.75 | |||||
FCF Margin % | 16.99 | |||||
OCF Margin % | 18.66 | |||||
ROE % | -0.97 | |||||
ROA % | -0.47 | |||||
ROIC % | 4.08 | |||||
3-Year ROIIC % | -0.5 | |||||
ROC (Joel Greenblatt) % | 21.57 | |||||
ROCE % | 1.8 | |||||
Years of Profitability over Past 10-Year | 8 | |||||
Moat Score | 2 |
GF Value Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 10.78 | |||||
PE Ratio without NRI | 24.78 | |||||
Shiller PE Ratio | 11.93 | |||||
Price-to-Owner-Earnings | 40.13 | |||||
PS Ratio | 1.6 | |||||
PB Ratio | 1.33 | |||||
Price-to-Free-Cash-Flow | 9.28 | |||||
Price-to-Operating-Cash-Flow | 8.45 | |||||
EV-to-EBIT | 57.19 | |||||
EV-to-EBITDA | 16.09 | |||||
EV-to-Revenue | 2.05 | |||||
EV-to-Forward-Revenue | 1.41 | |||||
EV-to-FCF | 12.05 | |||||
Price-to-GF-Value | 0.86 | |||||
Price-to-Projected-FCF | 0.76 | |||||
Price-to-Median-PS-Value | 0.48 | |||||
Earnings Yield (Greenblatt) % | 1.75 | |||||
FCF Yield % | 10.5 | |||||
Forward Rate of Return (Yacktman) % | 3.43 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Perpetual Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 766.76 | ||
| EPS (TTM) (€) | -0.091 | ||
| Beta | 1.1739 | ||
| 3-Year Sharpe Ratio | -0.51 | ||
| 3-Year Sortino Ratio | -0.66 | ||
| Volatility % | 28.64 | ||
| 14-Day RSI | 76.57 | ||
| 14-Day ATR (€) | 0.237593 | ||
| 20-Day SMA (€) | 9.385 | ||
| 12-1 Month Momentum % | -14.81 | ||
| 52-Week Range (€) | 8.8 - 12.1 | ||
| Shares Outstanding (Mil) | 115.69 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Perpetual Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Perpetual Ltd Stock Events
| Event | Date | Price (€) | ||
|---|---|---|---|---|
| General meeting for 2026 | 2026-10-23 10:00 | In 110 days | ||
| Fourth quarter earnings conference call for 2026 | 2026-08-28 11:00 | In 54 days | ||
| Fourth quarter earnings results for 2026 | 2026-08-28 | In 53 days | ||
| Annual report for 2026 | 2026-08-27 | In 52 days | ||
| AUD 0.590000 Cash Dividend | 2026-03-12 | 10.20 (+0.00%) | ||
| Second quarter earnings conference call for 2026 | 2026-02-26 11:00 | 10.10 (+0.00%) | ||
| Second quarter earnings results for 2026 | 2026-02-26 | 10.10 (+0.00%) | ||
| General meeting for 2025 | 2025-10-23 10:00 | 11.00 (+0.00%) | ||
| AUD 0.540000 Cash Dividend | 2025-09-11 | 11.20 (+0.00%) | ||
| Fourth quarter earnings conference call for 2025 | 2025-08-28 11:00 | 12.10 (+0.00%) |
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Perpetual Ltd Frequently Asked Questions
What is Perpetual Ltd(FRA:PVQ)'s stock price today?
The current price of FRA:PVQ is €11.10. The 52 week high of FRA:PVQ is €12.10 and 52 week low is €8.80.
When is next earnings date of Perpetual Ltd(FRA:PVQ)?
The next earnings date of Perpetual Ltd(FRA:PVQ) is 2026-08-28 Est..
Does Perpetual Ltd(FRA:PVQ) pay dividends? If so, how much?
The Dividend Yield %  of Perpetual Ltd(FRA:PVQ) is 5.92% (As of Today), Highest Dividend Payout Ratio of Perpetual Ltd(FRA:PVQ) was 2.14. The lowest was 0.63. And the median was 1.01. The  Forward Dividend Yield % of Perpetual Ltd(FRA:PVQ) is 5.92%. For more information regarding to dividend, please check our Dividend Page.
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